UBS Group Portfolio holdings
UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core MSCI EAFE ETF
IEFA
|
+$4.47B |
| 2 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$2.93B |
| 3 |
Vanguard Russell 1000 Value ETF
VONV
|
+$2.75B |
| 4 |
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
|
+$2.69B |
| 5 |
Vanguard Morningstar Mid-Cap ETF
VO
|
+$2.33B |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
UBS Group
UBS
|
+$1.44B |
| 2 |
Micron Technology
MU
|
+$919M |
| 3 |
CYBR
CyberArk
CYBR
|
+$851M |
| 4 |
Honeywell
HON
|
+$606M |
| 5 |
Merck
MRK
|
+$605M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 16.96% |
| 2 | Financials | 8.41% |
| 3 | Industrials | 7.09% |
| 4 | Healthcare | 6.31% |
| 5 | Consumer Discretionary | 5.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
4526
CALL
SkinHealth Systems
SKIN
$83.4M
| $3.15M | ﹤0.01% |
3,542,164
| – | – |
|
4527
iShares Global Industrials ETF
EXI
$1.38B
| $3.15M | ﹤0.01% |
17,397
+2,955
| +20% | +$558K |
|
4528
CALL
Oscar Health
OSCR
$9.22B
| $3.15M | ﹤0.01% |
274,500
+75,000
| +38% | +$1.06M |
|
4529
PUT
Intercontinental Exchange
ICE
$87.2B
| $3.15M | ﹤0.01% |
20,000
-115,100
| -85% | -$18.8M |
|
4530
Adaptive Biotechnologies
ADPT
$3.61B
| $3.14M | ﹤0.01% |
225,986
-285,941
| -56% | -$4.56M |
|
4531
PUT
TE Connectivity
TEL
$60B
| $3.14M | ﹤0.01% |
+15,000
| New | +$3.31M |
|
4532
Adtran
ADTN
$675M
| $3.13M | ﹤0.01% |
249,157
+80,945
| +48% | +$820K |
|
4533
PUT
Cleveland-Cliffs
CLF
$6.49B
| $3.13M | ﹤0.01% |
370,700
-1,593,570
| -81% | -$18.2M |
|
4534
Invesco CurrencyShares Euro Currency Trust
FXE
$344M
| $3.12M | ﹤0.01% |
29,259
+8,511
| +41% | +$919K |
|
4535
VanEck Biotech ETF
BBH
$406M
| $3.12M | ﹤0.01% |
16,593
-3,582
| -18% | -$690K |
|
4536
Esquire Financial Holdings
ESQ
$1.14B
| $3.11M | ﹤0.01% |
28,972
+7,897
| +37% | +$845K |
|
4537
Codere Online
CDRO
$422M
| $3.11M | ﹤0.01% |
370,103
-52,805
| -12% | -$422K |
|
4538
Clover Health Investments
CLOV
$2.23B
| $3.11M | ﹤0.01% |
1,767,799
+452,475
| +34% | +$981K |
|
4539
Global X FinTech ETF
FINX
$170M
| $3.11M | ﹤0.01% |
134,492
-7,408
| -5% | -$192K |
|
4540
Sylvamo
SLVM
$1.52B
| $3.1M | ﹤0.01% |
73,489
-264,925
| -78% | -$12.4M |
|
4541
Allient
ALNT
$1.34B
| $3.1M | ﹤0.01% |
52,525
-12,867
| -20% | -$810K |
|
4542
ETRACS 2x Leveraged MSCI US Minimum Volatility Factor TR ETN
USML
$13.5M
| $3.1M | ﹤0.01% |
+77,101
| New | +$3.26M |
|
|
FEGE
4543
First Eagle Global Equity ETF
FEGE
$2.21B
| $3.1M | ﹤0.01% |
+65,934
| New | +$3.21M |
|
4544
Ternium
TX
$9.43B
| $3.1M | ﹤0.01% |
77,153
+43,514
| +129% | +$1.8M |
|
4545
Byrna Technologies
BYRN
$98.3M
| $3.1M | ﹤0.01% |
337,338
-183,278
| -35% | -$2.4M |
|
4546
Evolus
EOLS
$397M
| $3.09M | ﹤0.01% |
752,881
-128,488
| -15% | -$623K |
|
4547
CALL
Synopsys
SNPS
$71.6B
| $3.09M | ﹤0.01% |
7,794
-11,290
| -59% | -$5.1M |
|
4548
Invesco Global Clean Energy ETF
PBD
$176M
| $3.09M | ﹤0.01% |
172,323
+8,533
| +5% | +$151K |
|
4549
PUT
SolarEdge
SEDG
$2.37B
| $3.09M | ﹤0.01% |
+60,500
| New | +$2.28M |
|
4550
Nuveen ESG Emerging Markets Equity ETF
NUEM
$354M
| $3.09M | ﹤0.01% |
84,045
+6,685
| +9% | +$251K |
|
Similar funds
UBS Group's Q1 2026 Portfolio in Review
As of Q1 2026, UBS Group held 11,786 positions worth $666B, up 8% from $617B the previous quarter. Its ten largest holdings account for 13% of the portfolio.
UBS Group deployed $70B of net new capital in Q1 2026, opening 1,344 new positions and adding to 4,801 existing holdings. Its largest new stake was Sunbelt Rentals Holdings: 1,909,539 shares worth $124M.
By sector, the portfolio is most concentrated in Technology at 17% of assets, down from 18% a quarter earlier, followed by Financials and Industrials.
On the sell side, the largest reduction was UBS Group, an estimated $1.44B trimmed.
- UBS Group's largest Q1 2026 buy was Sunbelt Rentals Holdings: 1,909,539 shares worth $124M.
- UBS Group added most to iShares Core MSCI EAFE ETF in Q1 2026, an estimated $4.47B increase.
- UBS Group's biggest Q1 2026 reduction was UBS Group, cutting an estimated $1.44B.
- UBS Group fully exited CyberArk in Q1 2026, selling an estimated $851M.
- UBS Group's ten largest holdings make up 13% of its $666B portfolio in Q1 2026.
- UBS Group opened 1,344 new positions and closed 1,379 in Q1 2026.
- UBS Group's portfolio value rose 8% quarter-over-quarter to $666B.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.